Weekly Kick Start | 09 December 2023
In this week's recap, we delve into Moody's recent decision to downgrade China's credit outlook from stable to negative. This pivotal move, driven by rising debt risks and economic slowdown concerns, marks a significant shift in the perception of China's fiscal health and poses critical implications for global investors.
On...
Weekly Kick Start | 02 December 2023
Last week, PDD Holdings, the parent company of Pinduoduo and Temu, briefly outpaced Alibaba in market value after releasing a robust earnings report. This achievement highlights Pinduoduo's exceptional growth and underscores a significant shift in China's e-commerce landscape. We will discuss this event in this week’s recap.
On Top of...
Weekly Kick Start | 25 November 2023
Last week, the U.S. labor market presented a complex picture. Despite a significant drop in unemployment claims, broader indicators suggest a gradual cooling in the job market, influenced by the Federal Reserve's monetary policies.We will discuss these data and potential implications in this week’s recap.
On Top of Our Mind...
Weekly Kick Start | 18 November 2023
The focal point last week centered on the APEC Summit, where US-China relations experienced a new turning point. At this pivotal meeting, leaders from both nations demonstrated a willingness to ease tensions and seek mutual progress through dialogue and agreements. This significant event has prompted us to concentrate on...
Weekly Kick Start | 11 November 2023
Throughout the current week, there have been marginal upticks observed in several asset classes. Significant highlights encompass the disclosure of financial results by DBS and Singapore Airlines. Our report for this week comprehensively delves into the earnings reports of these noteworthy companies, offering actionable insights for investors.
On Top of...
Is now the time to invest in Singapore REITs?
Summary:
S-REITs experienced a downturn primarily due to rising interest rates in Q3 2023.Despite this volatility, a turning point appears likely, especially in 2024. S-REITs' operational performance has remained resilient. With compelling valuations and attractive yields, the potential conclusion of the rate hike cycle presents an opportunity for S-REITs. Our Syfe...
Weekly Kick Start | 04 November2023
The focal point last week centered on central bank meetings. The FOMC meeting proved largely uneventful, with the Federal Reserve keeping rates unchanged as widely anticipated. In contrast, the Bank of Japan (BOJ) began shifting towards an exit from its monetary easing strategy. This significant shift has prompted us...
Weekly Kick Start | 28 October 2023
This week in the financial markets, strong economic data emerged from the United States, complemented by another week of tech earnings where major tech companies exceeded analysts' estimates. Yet, when taking a broader and longer-term perspective into account, concerns of an impending recession, coupled with heightened capital expenditure (CAPEX)...
Weekly Kick Start | 21 October 2023
This week has seen increased volatility across various asset classes, primarily due to the ongoing Israel-Hamas conflict. Notable events included the release of earnings results for Netflix and Tesla, as well as the unveiling of China's GDP growth numbers. In this week’s report, we have provided coverage of the...
Weekly Kick Start | 14 October 2023
The past week has seen markets roiled by a surge in volatility, primarily driven by two major factors: the Israel-Hamas conflict and the release of crucial inflation data. These events had investors and analysts closely monitoring their potential impact on market dynamics. In this market week wrap, we'll discuss...
